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Disclosery

Essex Financial Services, Inc.: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on DGRO, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 160,871 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,871 shares
    Change vs previous 13F -1,405 shares

    0.49% of the 13F portfolio, value $12,192,428.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 142,925 shares
    • Essex Bank: 17,946 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 162,276 shares
    Change vs previous 13F -7,868 shares

    0.51% of the 13F portfolio, value $11,388,503.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 144,330 shares
    • Essex Bank: 17,946 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 170,144 shares
    Change vs previous 13F -2,245 shares

    0.53% of the 13F portfolio, value $11,811,380.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 151,323 shares
    • Essex Bank: 18,821 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 172,389 shares
    Change vs previous 13F -3,555 shares

    0.55% of the 13F portfolio, value $11,736,270.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 153,568 shares
    • Essex Bank: 18,821 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 175,944 shares
    Change vs previous 13F +6,821 shares

    0.58% of the 13F portfolio, value $11,249,648.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 157,123 shares
    • Essex Bank: 18,821 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,123 shares
    Change vs previous 13F +6,325 shares

    0.58% of the 13F portfolio, value $10,448,245.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 151,277 shares
    • Essex Bank: 17,846 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 162,798 shares
    Change vs previous 13F +6,286 shares

    0.55% of the 13F portfolio, value $9,986,044.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 145,562 shares
    • Essex Bank: 17,236 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 156,512 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $9,894,913.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 138,881 shares
    • Essex Bank: 17,631 shares

    Acceptance time not in the bulk data set (spec §4.2).